About Tom
With over 25 years in the financial services industry, Tom helps clients steward their wealth and overcome their most pressing personal challenges.
Tom works with people from all areas of life, whether they're looking for investment help or want to learn how to invest on their own, or simply need some wisdom and guidance through seasons of life such as illness, divorce, or the loss of a loved one. He is an Accredited Asset Management Specialist (AAMS) and has extensive experience with interpersonal relationships, multi-generational wealth transfer, and financial coaching. He utilizes that knowledge to bring sound decision making to the various circumstances life offers.
With a faith-based approach to managing, teaching and guiding, Tom is passionate about meeting people where they are and helping them walk in wisdom, giving them sound guidance to find joy-filled contentment in all areas of life.
Wealth Transitions began offering investment management services in 2024 with the hopes of giving people just that – Hope through both troublesome and joyous seasons of life. Its mission is to help others better understand themselves and those they love by ensuring clear communication, consistent decision making and joyful contentment in their lives, relationships and with others and the world.
Have you been tossed about from one financial advisor to the next? How confident are you in the value of the advice you receive? Contact Tom at Wealth Transitions to begin your journey today and find out how a dedicated financial advisor can impart wisdom and sound guidance into your life.
